See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,252 | $48,277-27.0% | $67,511-47.8% | $80,874-56.4% |
| Participation rate | 36.6% | 66.4%-29.8pp | 72.9%-36.3pp | 67.6%-31.1pp |
| Annual return | 9.59% | 18.27%-8.7pp | 3517.41%-3507.8pp | 35.62%-26.0pp |
| Employer contribution / active EE | $479 | $2,021-76.3% | $2,733-82.5% | $2,756-82.6% |
| Participant deferral / active EE | $632 | $2,926-78.4% | $4,000-84.2% | $4,297-85.3% |
| Admin fee / account holder | $2,166 | $3,687-41.2% | $3,999-45.8% | $6,935-68.8% |